SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 507 filers reported holding SPDR INDEX SHS FDS in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,022,291 | -3.5% | 30,453 | -1.2% | 0.36% | -7.7% |
Q2 2023 | $1,059,912 | +2.3% | 30,829 | +1.6% | 0.39% | -2.8% |
Q1 2023 | $1,035,710 | -44.1% | 30,346 | -46.0% | 0.40% | -48.3% |
Q4 2022 | $1,853,074 | +7.5% | 56,222 | +1.3% | 0.77% | -7.9% |
Q3 2022 | $1,723,000 | -9.4% | 55,522 | -1.8% | 0.84% | -8.3% |
Q2 2022 | $1,901,000 | -14.1% | 56,540 | -1.2% | 0.92% | -5.2% |
Q1 2022 | $2,212,000 | +23.5% | 57,237 | +32.6% | 0.97% | +19.3% |
Q4 2021 | $1,791,000 | -0.9% | 43,175 | +1.6% | 0.81% | -9.0% |
Q3 2021 | $1,807,000 | +12.5% | 42,499 | +20.4% | 0.89% | +8.7% |
Q2 2021 | $1,606,000 | +35.9% | 35,300 | +30.7% | 0.82% | +11.6% |
Q1 2021 | $1,182,000 | -29.6% | 27,010 | -32.2% | 0.73% | -7.3% |
Q4 2020 | $1,680,000 | – | 39,839 | – | 0.79% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McNamara Financial Services, Inc. | 1,669,508 | $56,980,318 | 14.19% |
Luken Investment Analytics, LLC | 668,276 | $22,808,260 | 13.40% |
Brown Financial Advisory | 238,968 | $8,155,978 | 7.85% |
CAPITAL WEALTH MANAGEMENT, LLC | 373,586 | $12,750,490 | 7.32% |
Sterneck Capital Management, LLC | 301,544 | $10,291,683 | 6.48% |
Financial Strategies Group, Inc. | 476,544 | $16,264,450 | 6.26% |
Horizon Investments, LLC | 5,351,298 | $182,639,801 | 5.41% |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 245,600 | $8,382,349 | 5.21% |
WALLER FINANCIAL PLANNING GROUP, INC | 466,954 | $15,937,124 | 4.52% |
Better Money Decisions, LLC | 155,510 | $5,307,568 | 4.48% |